PERSONAL FINANCE SKILLS TRAINING
What drains all your income? Are you a victim of a financial scandal? Maybe you struggle with multiple financial goals? Perhaps you are confused about setting up an emergency fund instead of making investments. Or worse, you are struggling with debt/loans that are making it impossible for you to save. You need personal finance skills.
Personal finance skills are a key ingredient to financial freedom. Financial success is not guaranteed by how much you earn today but through proper planning and consistency in keeping a disciplined approach towards your financial goals.
Poor personal finance management is one of the major causes of rift among couples and business partners. Apart from affecting your personal life, your future is dependent on the way in which you control expenses and the type of investments you get into.
Avoid the common mistakes that lead to financial crisis, closing good businesses, paying for loans that never gave you a return. Success starts with knowledge.
UNDERSTANDING THE CONCEPT OF FINANCE.
Under this topic, we shall define terms and demystify the investment and finance concepts of the 21st century. There will be a brief question answer forum to ensure that everybody understands the upcoming topics.
THE FINANCIAL PLANNING PROCESS.
Without a plan, your goals are almost up in smoke. We shall give you the full process of goal setting. We shall help you eliminate what doesn't work and draw up feasible plans tailored to your needs.
ü Gather important information
ü Establish goals and objectives
ü Evaluate current situation
ü Develop comprehensive plan.
ü Implement plan.
ü Ongoing review.
Where do you take your money? These topic will be an eye opener on different vehicles of investment there are, the pros and cons of each and how to get in. it helps you decide what fits your needs best.
ü Speculative; venture capital, metals/gems, options, stocks…etc.
ü Growth; blue chip stocks, real estate…etc
ü Safety income; corporate bonds, government bonds, bond mutual funds…
ü Security; cash, money markets, pension funds, annuities, savings bonds…etc
CASHFLOW MANAGEMENT AND DEBT MANAGEMENT.
This is the center of many success stories. How you manage your cash is very important. Your approach to debt and adjustment to living standards. Take this topic with more weight.
ü Understand your current assets, liabilities and net-worth.
ü Status of personal and professional income.
ü Standard expense sheet.
ü Debt elimination plan
ü Savings plan.
INVESTMENT MANAGEMENT.WHERE TO INVEST.
Putting aside money with an expectation of a return is always a risky undertaking. We all have different interests and capabilities. Ensure that your investments align with preset goals.
ü Risk analysis.
ü Personal risk tolerance and how it affects your assets.
ü Aligning investment plan to your financial goals.
ü Investments vehicles.
Tax is a permanent outflow. Always comply. With good tax planning, you could save a lot in taxes and your business is assured of a going concern.
ü Tax reduction strategies.
ü Generating tax efficient income.
ü Wealth transfer consideration.
WE ORGANIZE IN-HOUSE TRAINING AT YOUR REQUEST.TALK TO US.
Charges: Ksh 10,000 per person.
Dates: 4th June 2016 (8.00am - 4.00pm)
Venue: Pride Inn Hotel Westlands, Nairobi.
Dates: 11th June 2016 (8.00am - 4.00pm)
Venue: Pride Inn Hotel, Mombasa.
Bank: Diamond Trust Bank
Branch : Wabera Street
Branch Code : 63
A/C No: 0085311001
A/C Name: FINANZIARIO FULCRO INVESTMENT LTD.
For more information & registration contact Winnie:
+254 711 101 000
+254 724 900 017
+254 202 215 801